Institutional As a boutique investment advisory firm, DWD combines experience with flexibility to help corporations and non-profit organizations extend their in-house investment capabilities. Depending on short- or long-term service needs, we offer specialized services to support your operations.We’ve been fiduciaries to institutional plans as well as individuals since our inception in 1994. Our principled approach assures that the best interest of each client is paramount in every decision we make. We bring objective expertise to institutional plans in the following areas: Investment Policy Statement ... to document the objectives, processes and criteria for managing the portfolio and its investmentsAsset Allocation Modeling ... to determine the portfolio structure that meets your organizations risk and return objectivesManager/Fund Search & Selection ... to objectively evaluate managers that meet policy criteria and work best togetherInvestment Analysis ... to provide third-party oversight and recommendationsPerformance Measurement & Reporting ... to offer unbiased and complete reporting of portfolio returns, on both an absolute basis and relative to objectivesPortfolio Management ... to manage assets within parameters of the portfolio's investment policy statement to meet objectivesPlan Investment Guidance ... to assist in the development and maintenance of the overall structure of your organization's qualified plan Start working on your institutional investment plans today... Name Email Address Phone Message Thank you! Oops!